by Lance Roberts
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| Markets aren’t under pressure just because of Iran. The bigger issue is stress building in private credit. Blackstone’s large private credit fund is facing record redemptions above its limits, following earlier cracks in the sector. That raises liquidity concerns and is weighing on technology stocks. Geopolitical headlines grab attention, but tightening credit and redemption pressure are the real risks investors should be watching right now. 📺Full episode: Catch Lance Roberts daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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1-27-26 Work Sucks…Or Does It?
2026-01-27
Lance Roberts & Jonathan Penn take a hard look at how Millennials and Gen Z view work, career stability, and success in a rapidly changing economy. From corporate burnout and hustle culture to freelancing, side hustles, and remote work, the rules around employment are shifting fast.
0:00 – INTRO
0:20 – Baylor Hockey & Headphone Parties
3:28 – Fed Week preview
6:57 – Markets’ Rally & Earnings Preview
12:55 – The Evolution of Work
15:48 – The Gig Job Economy
16:51 – The Importance of Job Security?
18:40 – Lance & Jon’s First Jobs Stories
27:25 – Skill Sets for Success
30:25 – Teaching them Young – Dog Treats Door-to-Door
32:11 – Every Job is a Sales Job
34:08 – Looking for Work That is Meaningful
35:40 – Creation of Job Hopping Culture
37:42 – Retiring at 30? (Fallacies of the F.I.R.E.
12-11-25 Bifurcated Fed Cuts Rates: What’s Next?
2025-12-11
The Federal Reserve cut rates by a quarter point Wednesday, but the real story is the division behind the decision. For the first time since 2021, three Fed governors dissented–an uncommon break in policy unity that raises new questions about inflation progress, economic risk, and the path of monetary policy into 2026.
Lance Roberts & Michael Lebowitz explain why the Fed cut now, what the dissent signals, and how a split vote may affect market volatility, yields, and expectations for future rate moves. We also look at how past dissent has aligned with turning points in policy cycles and what this could mean for portfolios as financial conditions continue to ease.
Use the chapter markers below to jump to any topic.
0:00 – INTRO
0:19 – The Fed Giveth, Oracle Taketh Away
6:53 –
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